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Financial Planning Associate Jobs in Raleigh, NC

Duke University

Director, Strategic Planning

Durham, NC · On-site

Work in collaboration with Associate Vice President, Strategic Planning and Business Development to ... Identify opportunities to improve the financial and operational performance of Duke Health by ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to ...

Implus

Demand Planning Analyst

Durham, NC · On-site +1

... financial planning and operational planning teams. These plans will guide both internal and ... Train New Associates Minimum Qualifications: Knowledge/Skills/Abilities * Analytical - Collect ...

Implus

Demand Planning Analyst

Durham, NC

... financial planning and operational planning teams. These plans will guide both internal and ... Train New Associates Minimum Qualifications: Knowledge/Skills/Abilities * Analytical - Collect ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great ... Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth Advisor, Financial Planner ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client ... Whether your long-term goal is becoming a CFP ® , CFA ® , Wealth Advisor, Financial Planner ...

Pwc

Oracle Cloud Finance - Senior Associate

Raleigh, NC · On-site

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

... and financial planning solutions. Serving as the primary relationship manager for affluent ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

... and financial planning solutions. Serving as the primary relationship manager for affluent ... Engages other associates within the department to provide ongoing advice, products and services as ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Raleigh, NC

Financial Planning Associate information

See Raleigh, NC salary details

$13

$31

$65

How much do financial planning associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for financial planning associate in Raleigh, NC is $31.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.41 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

What are the most commonly searched types of Financial Planning jobs in Raleigh, NC?

The most popular types of Financial Planning jobs in Raleigh, NC are:

What are popular job titles related to Financial Planning Associate jobs in Raleigh, NC?

For Financial Planning Associate jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Raleigh, NC look for?

The top searched job categories for Financial Planning Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Planning Associate jobs?

Cities near Raleigh, NC with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,626 per year, or $31.1 per hour.

Registered Brokerage Service Assistant

First Citizens Bank

Raleigh, NC • On-site

Full-time

Medical, Life

Re-posted 10 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's policies, procedures, and systems in order to resolve operational issues.
Responsibilities
  • Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner.
  • Account Servicing - Creates, maintains, and updates client accounts. Utilizes department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
  • Documentation - Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
  • Collaboration - Works closely with associates, management, clients, and business team in fulfilling daily requests and providing necessary information. Ensures outstanding items are appropriately followed-up and deadlines met in a team environment.

Qualifications
Bachelor's Degree and 1 year of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry
License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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